Pensionmark Financial Group LLC is a firm that provides financial advisor, third party administration, fiduciary trustee, investment management, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in California, Texas, and Vermont (although they are present in other states as well).
Most Pensionmark Financial Group LLC clients are inpatient nursing, hospice, and rehabilitative care facilities, elementary and secondary schools, other residential care facilities, individual and family services, and religious organizations with revenues ranging from $22 million to $122 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Roundabout Theatre Company | 501(c)(3) | New York, NY | ||
| 2 | Presidio Knolls School | 501(c)(3) | San Francisco, CA | ||
| 3 | Community Research Foundation (CRF) | 501(c)(3) | San Diego, CA | ||
| 4 | The Galloway Schools | 501(c)(3) | Atlanta, GA | ||
| 5 | Hope Hospice | 501(c)(3) | New Braunfels, TX | ||
| 6 | Kern Regional Center (KRC) | 501(c)(3) | Bakersfield, CA | ||
| 7 | Champlain College | 501(c)(3) | Burlington, VT | ||
| 8 | ODD Fellows Home of California | 501(c)(3) | Napa, CA | ||
| 9 | Champlain Housing Trust | 501(c)(3) | Burlington, VT | ||
| 10 | Covenant Kids | 501(c)(3) | Arlington, TX | ||
| ... | and 9 more Pensionmark Financial Group LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Pensionmark Financial Group LLC in the nonprofit sector include Raymond James and Associates, Matrix Trust Company, Marquette and Associates, Fidelity, Kestra Advisory Services LLC, Principal, Merrill Lynch, Well and Good LLC, Kibble and Prentice, and MML Investors Services.
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